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This checklist provides information required to install a “Single Company” NorthScope system.

Company Names

Identify the values you want for your company names.

Term

Description

Value

Company Name

Insert excerpt
Def - Company Name
Def - Company Name
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Company Short Name

Insert excerpt
Def - Company Short Name
Def - Company Short Name
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Company ID

Insert excerpt
Def - Company ID
Def - Company ID
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NLP to assign

  1. Email submission of support requests

  2. Access to Support Staff during the Support Desk Hours

  3. Access to online Help documentation

  4. Unlimited Bug Support

  5. Six Support Incidents per year

Additional Services Available for Purchase

...

.

Currencies

Term

Description

Home

The currency used in your country.

USD - US Dollar

Other

Other currencies you record transactions in and maintain currency conversions for, within your system.

N/A - we do not use multi-currency.

Users

Insert excerpt
Def -

...

Users
Def -

...

Users
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...

titleCustom Feature Support

...

The annual support rate for each custom feature is unique to the feature and based on the complexity of the feature. The annual support rate for each Custom Feature will be agreed upon before the feature is added.

...

titleAfter-Hours Support

...

Support Ticket Response Times

...

Terms of Service

...

Definitions

...

Identify any users that need to be configured. Note: Add all the users that need access to NorthScope but the number that can access the system concurrently is determined by your NorthScope License.

#

First + Last Name

Email

Phone

Describe the access needed.

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

Company Addresses

Add more rows for additional addresses.

Address Type

Address ID

Address Name

Address 1

Address 2

City

State

Zip

Country

Phone

Email

Mailing

Mailing

Physical

Physical

Remit To

Mailing

Purchasing Ship-to’s (non -warehouse)

N/A

Direct Printers

Insert excerpt
Def - Direct Printer
Def - Direct Printer
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Identify any direct printers that need to be configured. Ignore if not used.

Printer Name

Location

Used for